-80.5%
IMTE price history and return analytics
+72.7%
-153.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +3.1% |
| 7D | +0.7% | -2.0% | +2.7% | +2.9% |
| 30D | -1.3% | -1.4% | +0.2% | +0.3% |
| 3M | -16.8% | +4.7% | -21.6% | -20.9% |
| 6M | -25.6% | +11.4% | -37.0% | -34.3% |
| YTD | -22.8% | +13.1% | -35.8% | -33.0% |
| 1Y | -56.6% | +19.0% | -75.6% | -64.2% |
| All | -80.5% | +72.7% | -153.2% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling